Hear Pegasystems CFO at three San Francisco investor events Mar. 3-4
Pegasystems Inc. COO and CFO Ken Stillwell will present at three investor conferences in San Francisco on March 3-4, 2026. These include the Citizens Technology Conference, KeyBanc Capital Markets 2026 Emerging Technology Summit, and Morgan Stanley Technology, Media & Telecom Conference. The presentations will be available for a limited time on Pega's investor website.
Pega to Present at Upcoming Investor Conferences
Pegasystems Inc. (NASDAQ: PEGA) announced that COO and CFO Ken Stillwell will present at three investor conferences in March 2026. Stillwell will host in-person presentations at The Citizens Technology Conference, KeyBanc Capital Markets 2026 Emerging Technology Summit, and the Morgan Stanley Technology, Media & Telecom Conference, all taking place in San Francisco. Archives of these presentations will be available on Pega's website for a limited time.
5 Must-Read Analyst Questions From Pegasystems's Q4 Earnings Call
Pegasystems exceeded Q4 revenue and profit estimates, driven by its cloud-first strategy and AI-powered Blueprint, but experienced a negative market response due to contracted operating margins from continued investments. Analyst questions focused on deal closure reliability, the quantifiable impact of Blueprint, app modernization, ACV growth guidance, and investment priorities. The company's future performance will hinge on cloud ACV growth, Blueprint's impact on sales cycles, and the efficiency of its AI solutions.
We Think Pegasystems' (NASDAQ:PEGA) Robust Earnings Are Conservative
Pegasystems (NASDAQ:PEGA) recently posted strong earnings, and an analysis of its financials indicates positive factors beyond the reported profit. The company's accrual ratio of -0.29 suggests that its free cash flow significantly exceeded its statutory profit, which is generally a positive sign. However, the profit was boosted by a one-off tax benefit of US$113m, which could make the reported profit less sustainable in the future.
Virginia Ruling Lifts $2b Overhang As Pegasystems Valuation Debate Continues
The Virginia Supreme Court has overturned a $2 billion trade secret verdict against Pegasystems, significantly reducing the company's legal and financial risks. This development shifts investor focus from legal issues to Pegasystems' operational performance, balance sheet, and future capital allocation strategies. Despite this positive legal outcome, the company's valuation remains a point of debate, with Simply Wall St estimating shares to be trading above their fair value.
Barclays Upgrade Reframes Pegasystems Cloud AI And Buyback Story
Barclays has upgraded Pegasystems (NasdaqGS:PEGA) due to strong momentum in its cloud and AI offerings, further bolstered by a recent legal victory overturning a US$2 billion trade secret verdict. The company also expanded its share buyback program to US$1 billion, indicating increased management confidence and active capital returns. These developments provide a new context for investors considering Pegasystems' position in the tech and software market, emphasizing clearer earnings, reduced legal risk, and a focus on cloud and AI innovation.
Barclays Upgrade Reframes Pegasystems Cloud AI And Buyback Story
Barclays has upgraded Pegasystems (NasdaqGS:PEGA) due to strong momentum in its cloud and AI offerings, a significant legal victory, and an expanded share buyback program. The company recently reported robust Q4 2025 financial results and provided optimistic 2026 guidance, while the overturning of a US$2 billion trade secret verdict removed a major risk. These developments, along with increased capital returns, suggest a positive outlook for the company's stock, though execution risks in cloud adoption and AI growth remain.
Barclays Upgrade Reframes Pegasystems Cloud AI And Buyback Story
Barclays has upgraded Pegasystems (NasdaqGS:PEGA) due to strong performance in its cloud and AI offerings, a recent legal victory overturning a US$2 billion trade secret verdict, and an expanded share buyback program to US$1 billion. These factors combine to paint a clearer picture of positive earnings, reduced legal risks, and active capital returns, leading to a significant one-day share price increase. For investors, this upgrade, alongside the company's financial results and 2026 guidance, provides a new context for evaluating Pegasystems' position in the tech and software market.
Illinois Municipal Retirement Fund Acquires 28,629 Shares of Pegasystems Inc. $PEGA
The Illinois Municipal Retirement Fund recently increased its stake in Pegasystems Inc. by 56.1%, acquiring an additional 28,629 shares, bringing its total to 79,619 shares valued at approximately $4.58 million. This move is part of broader institutional interest in Pegasystems, which is experiencing positive catalysts including a Barclays upgrade, strong Q3 earnings, and ambitious growth targets for Pega Cloud adoption and AI integration. Despite some insider sales and price target adjustments from other analysts, the company's focus on recurring revenue and strategic growth initiatives continues to attract investor confidence.
Why Pegasystems (PEGA) Is Up 9.3% After Strong 2026 Outlook and Bigger Buyback Plan – And What's Next
Pegasystems (PEGA) saw its stock rise 9.3% following a strong fourth-quarter 2025 performance, an optimistic 2026 outlook for US$2.0 billion in GAAP revenue and US$1.87 GAAP diluted EPS, and a significant US$1.00 billion increase in its share repurchase authorization. This positive news, coupled with the completion of a long-running buyback program and the overturning of a major legal verdict, reinforces the company's financial health and commitment to capital returns. While the outlook is strong due to recurring cloud growth, investors should consider potential challenges like revenue volatility, intense AI competition, and macro uncertainties, particularly in Europe.
Why Pegasystems (PEGA) Is Up 9.3% After Strong 2026 Outlook and Bigger Buyback Plan – And What's Next
Pegasystems (PEGA) saw a 9.3% stock increase after reporting strong Q4 2025 results, issuing robust 2026 guidance with US$2.0 billion GAAP revenue and US$1.87 GAAP diluted EPS, and expanding its share repurchase program by US$1.00 billion through June 2027. The company's AI-driven growth potential and disciplined capital returns are highlighted, though experts caution about potential revenue volatility and competitive pressures. Analysts project Pegasystems could reach a fair value of US$73.91, representing a 69% upside from its current price.
Why Are Pegasystems (PEGA) Shares Soaring Today
Shares of Pegasystems (NASDAQ:PEGA) rose by 7.7% after Barclays upgraded its rating on the stock to "Overweight" from "Equal-Weight." Barclays cited stronger cloud growth, momentum in AI offerings, and less exposure to generative AI concerns as reasons for the upgrade, setting a price target of $48. This comes despite the stock being down 21.9% year-to-date, with the market interpreting the news as meaningful for the software company.
Analysts Offer Insights on Technology Companies: Q2 Holdings (QTWO), Pegasystems (PEGA) and Paycom (PAYC)
Analysts have provided new ratings for Q2 Holdings (QTWO), Pegasystems (PEGA), and Paycom (PAYC) in the Technology sector. Q2 Holdings received a "Strong Buy" consensus with a significant upside, while Pegasystems also garnered a "Strong Buy" with a high price target. Paycom received a "Moderate Buy" consensus, despite one analyst maintaining a "Hold" rating.
Cookson Peirce & Co. Inc. Takes Position in Pegasystems Inc. $PEGA
Cookson Peirce & Co. Inc. has initiated a new position in Pegasystems Inc. (NASDAQ:PEGA) by purchasing over 209,000 shares valued at approximately $12 million. This move comes as Pegasystems reported strong Q4 earnings, surpassing analyst estimates in both EPS and revenue, driven by AI and cloud demand. While institutional ownership has increased significantly, insider selling and a recent legal settlement represent potential risks for the company.
Barclays upgrades Pegasystems stock rating to Overweight amid AI adaptation
Barclays has upgraded its rating for Pegasystems (NASDAQ:PEGA) from Equalweight to Overweight, despite lowering the price target to $48.00 from $67.00. The upgrade reflects Barclays' belief that Pegasystems' focus on complex business process software will not be significantly disrupted by generative AI, and the company is effectively integrating AI through its Blueprint product. This re-evaluation comes after the stock's significant year-to-date decline, with Barclays emphasizing that Pegasystems is not a "no-growth company" and expects revenue acceleration.
Citizens lowers Pegasystems stock price target to $58 on growth concerns
Citizens has lowered its price target for Pegasystems (NASDAQ:PEGA) to $58 from $78, while maintaining a Market Outperform rating. This adjustment follows the company's fourth-quarter 2025 earnings report, which, despite beating analyst expectations for EPS and revenue, showed a deceleration in constant currency growth and led to an approximately 12% drop in the stock. Another recent development includes Barclays upgrading Pegasystems' stock to Overweight with a $48 price target.
RBC Capital Lowers Price Target for Pegasystems (PEGA) to USD 65
RBC Capital has lowered its price target for Pegasystems (PEGA) to USD 65 from USD 80, though it maintains an "Outperform" rating. This adjustment follows mixed revisions from other analysts, with some raising and some lowering price targets while generally maintaining positive ratings. Despite the reduced target, the average analyst forecast suggests a significant upside for PEGA from its current price.
Wedbush Issues Pessimistic Forecast for Pegasystems (NASDAQ:PEGA) Stock Price
Wedbush has lowered its price target for Pegasystems (NASDAQ:PEGA) to $60 from $75, while maintaining an "outperform" rating, indicating a potential 49% upside. Despite beating Q4 estimates, setting strong FY 2026 guidance, and expanding its buyback program, the stock's market reaction was muted due to significant insider selling and a $7 million legal settlement. The company holds a "Moderate Buy" consensus rating among analysts with an average price target of $68.05.
Pegasystems targets 15% ACV and revenue growth in 2026 with accelerating Pega Cloud adoption
Pegasystems is targeting 15% annual contract value (ACV) and revenue growth by 2026, driven by an anticipated acceleration in the adoption of its Pega Cloud. This growth strategy aims to capitalize on increasing demand for cloud-based solutions and enhance the company's financial performance.
Pegasystems Stock Plummeted 15% After Earnings Beat. Here’s Where the Stock Could Go in 2026
Pegasystems Inc. (PEGA) saw its stock drop 15% despite beating Q4 earnings and revenue expectations, and providing strong 2026 guidance. TIKR's valuation model suggests the stock remains overvalued, with a target price of $27.49 compared to its current price of ~$43, indicating a potential 36.1% downside due to inflated "AI Premium" expectations. The analysis highlights that strong fundamentals don't always justify high stock prices, especially when market expectations become unrealistic.
Pegasystems Inc. (NASDAQ:PEGA) Q4 2025 Earnings Call Transcript
Pegasystems (NASDAQ:PEGA) reported strong Q4 2025 results, with total ACV growing 17% year-over-year and Pega Cloud ACV increasing by 33%. The company attributes this success to its Blueprint AI design agent, strong global sales execution, and increasing client demand for its predictable AI agents. Pegasystems also provided a positive outlook for 2026, forecasting 15% total ACV growth, $2 billion in total revenue, and $575 million in free cash flow, along with an additional $1 billion share buyback authorization.
Cloud Momentum and Artificial Intelligence Strategy Are Driving Success
This article highlights how cloud momentum and AI strategy are crucial drivers of success for Pegasystems (PEGA). The company has successfully transitioned its revenue model and solidified its position in business process management and CRM. Pegasystems benefits from high customer switching costs and the new Pega Infinity platform, which integrates customer engagement with automation.
Pegasystems Raises 2026 Outlook and Boosts Buyback Plan
Pegasystems (PEGA) reported strong 2025 results, with a 17% rise in annual contract value to $1.61 billion and a 45% surge in cash flow from operations. The company raised its 2026 guidance, projecting 15% ACV growth, and extended its share repurchase program by $1 billion and a year, signaling confidence in its cloud-led growth strategy and commitment to shareholder returns. Despite strong financials, TipRanks’ AI Analyst rates PEGA as Neutral due to weak technical momentum and middling valuation.
Pegasystems Stock Climbs After Q4 2025 Revenue and Profit Results
Pegasystems Inc. reported strong Q4 2025 results, with consolidated revenue reaching $504.3 million and GAAP diluted EPS of $1.27, exceeding analyst expectations. The company also saw significant year-over-year growth in annual contract value (ACV) and Pega Cloud ACV, leading to a notable increase in its stock price. Pegasystems provided optimistic full-year 2026 guidance, projecting $2 billion in revenue and $2.75 in non-GAAP diluted EPS.
Pegasystems Stock Climbs After Q4 2025 Revenue and Profit Results
Pegasystems (NASDAQ: PEGA) shares climbed after the company reported strong Q4 2025 financial results, with revenue of $504.3 million and GAAP net income of $234.6 million. The company also provided optimistic full-year 2026 guidance, projecting $2 billion in revenue and $2.75 in non-GAAP diluted EPS. Key operational highlights included 17% year-over-year ACV growth and a 45% increase in cash flow from operations.
Pegasystems: Accelerating ACV and Cloud Growth Underpin Compelling Buy Recommendation
William Blair analyst Jake Roberge has maintained a Buy rating on Pegasystems (PEGA) stock, citing the company's strong fourth-quarter performance, accelerating ACV growth forecast, and strategic platform advancements. Roberge highlights management's projections for cloud revenue to expand by over 30% and total revenue to increase by 12% in 2026, coupled with robust free cash flow margins of 29%, as key reasons for his compelling buy recommendation. Another TipRanks analyst also upgraded the stock to a Buy with a $46.00 price target.
PEGA Q4 Deep Dive: Margin Pressures Persist Despite Cloud and AI Momentum
Pegasystems (PEGA) reported better-than-expected revenue and adjusted EPS for Q4 CY2025, driven by cloud adoption and AI advancements, yet faced significant operating margin contraction. The company's future guidance emphasizes continued cloud and AI-powered automation growth, alongside a burgeoning partner ecosystem. Management remains focused on balancing growth with operational efficiency despite near-term margin pressures.
PEGA Q4 Deep Dive: Margin Pressures Persist Despite Cloud and AI Momentum
Pegasystems (PEGA) reported better-than-expected revenue and adjusted EPS for Q4 CY2025, driven by cloud adoption and AI integration through its Blueprint agent. Despite strong top-line performance and increased cloud ACV, the company's operating margin contracted due to investments in innovation and a shift to subscription revenues. Management provided optimistic guidance with expectations for continued cloud and AI momentum, highlighting efforts to balance growth with operational efficiency.
Pegasystems (NASDAQ:PEGA) Releases Earnings Results, Beats Estimates By $0.02 EPS
Pegasystems (NASDAQ:PEGA) has announced its latest earnings results, surpassing analyst expectations with an EPS of $0.76 against an estimate of $0.74, and revenue of $504.32 million exceeding the $494.60 million forecast. Following the announcement, the stock saw a 2.8% increase, trading at $43.03. Analysts maintain a "Moderate Buy" consensus with an average price target of $70.55, although insiders have sold a significant number of shares recently.
Pegasystems shares fall 5% as net income declines YoY, despite better-than-expected Q4
Pegasystems Inc. reported better-than-expected Q4 earnings and revenue, with strong annual contract value (ACV) growth and positive guidance for fiscal 2026. Despite these strong results and an increased share repurchase authorization, the company's shares fell 5.8% due to a 6% year-over-year decline in non-GAAP net income, raising investor concerns about slowing growth metrics.
Pegasystems: Fourth Quarter Earnings Overview
Pegasystems Inc. announced strong financial results for its fourth quarter, reporting earnings of $234.6 million and $1.27 per share, or 76 cents adjusted. These figures exceeded analyst expectations for both earnings and revenue, with the company recording $504.3 million in quarterly revenue. For the full year, Pegasystems posted a profit of $393.4 million on revenues of $1.75 billion and projects continued growth with full-year earnings of $2.75 per share and $2 billion in revenue.
Pegasystems Q4 2025 Earnings Beat & Strong 2026 Outlook | Financial Analysis - News and Statistics
Pegasystems reported strong fourth-quarter 2025 results, with both revenue and non-GAAP earnings per share exceeding analyst expectations. The company also provided an optimistic 2026 outlook, with guidance surpassing estimates for both adjusted EPS and revenue. Despite a historical slowdown in growth over the last two years compared to its five-year trend, analysts project continued, albeit decelerated, revenue growth for the coming year.
Pegasystems (PEGA) Beats Q4 Earnings and Revenue Estimates
Pegasystems (PEGA) exceeded Q4 earnings and revenue estimates, reporting $0.76 per share against an expected $0.72, and revenues of $504.32 million, surpassing the $484.79 million consensus. Despite this positive financial performance, the stock has underperformed the S&P 500 year-to-date. The company currently holds a Zacks Rank #3 (Hold) as analysts consider its future earnings outlook and industry trends.
Pegasystems: Q4 Earnings Snapshot
Pegasystems Inc. reported strong fourth-quarter earnings, with net income totaling $234.6 million, or $1.27 per share. Adjusted earnings of 76 cents per share surpassed analyst expectations of 72 cents. The company also exceeded revenue forecasts, reporting $504.3 million for the quarter and providing an optimistic full-year earnings outlook.
Pegasystems Inc. $PEGA Shares Sold by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly reduced its stake in Pegasystems Inc. by 43.9% in Q3, selling over 105,000 shares. Despite this, company insiders still hold a substantial 50.10% of the stock, and brokerages have maintained a "Moderate Buy" consensus with an average price target of $70.55, following recent upgrades. The article also notes recent insider selling by the CFO and Chairman, as well as institutional investor activity and the company's dividend announcement.
Pegasystems Inc (PEGA) Stock Price Up 3.34% on Feb 9
Shares of Pegasystems Inc (PEGA) saw a 3.34% increase in mid-day trading on February 9, closing at $41.46. While this places the stock significantly below its 52-week high, analysts forecast an average target price of $70.33, implying a substantial upside. However, GuruFocus' GF Value estimates a potential downside from the current price.
Pegasystems (PEGA) Q4 Preview: Key Insights Before Earnings Release
Pegasystems (PEGA) is set to release its Q4 earnings, with analysts predicting flat year-over-year revenue of $491.5 million and adjusted earnings per share of $0.73. Despite strong previous quarter performance, the company has missed revenue targets twice in the last two years, reflecting broader market uncertainty affecting productivity software stocks. The article also touches on the potential for enterprise software companies leveraging generative AI to become future industry leaders.
Pegasystems (PEGA) Reports Q4: Everything You Need To Know Ahead Of Earnings
Pegasystems (PEGA) is set to report its Q4 earnings, with analysts expecting flat year-on-year revenue at $491.5 million and adjusted earnings of $0.73 per share. The company previously exceeded revenue expectations by 8.5% in the last quarter, but has missed Wall Street's estimates twice in the past two years. Despite general market downturns for productivity software stocks, Pegasystems is heading into earnings with a significantly higher average analyst price target than its current share price.
Is Appian’s (APPN) AI‑Led Public Sector Momentum Plus Pegasystems Windfall Reframing Its Investment Story?
Appian (APPN) is experiencing significant momentum due to its AI-led low-code platform being adopted in the public sector, notably in Australia and with a large US Army agreement. The company also stands to benefit from a US$500 million trade secrets judgment against Pegasystems, which could improve its financial flexibility. Despite ongoing losses and negative equity, these developments are reframing Appian's investment narrative towards its role in AI-driven public sector modernization, though funding and execution risks remain.
Ranger Investment Management L.P. Has $56.09 Million Position in Pegasystems Inc. $PEGA
Ranger Investment Management L.P. significantly reduced its stake in Pegasystems Inc. (NASDAQ:PEGA) by 13.0% in Q3, holding 975,485 shares currently valued at $56.09 million. Despite this reduction, the stock remains Ranger's largest holding, representing about 3.9% of their portfolio. The company, which specializes in customer engagement and digital process automation, has a market cap of $6.64 billion and a "Moderate Buy" consensus rating from analysts with an average target price of $70.55.
Rosenblatt Securities Cuts Pegasystems (NASDAQ:PEGA) Price Target to $62.00
Rosenblatt Securities has lowered its price target for Pegasystems (NASDAQ:PEGA) from $70 to $62, yet maintains a "buy" rating, indicating a potential 62% upside. The broader analyst consensus is a "Moderate Buy" with an average target of $70.55. Despite this, insiders have recently been net sellers, with significant share sales by the Chairman and other insiders, though they still collectively own 49.7% of the company.
Rosenblatt lowers Pegasystems stock price target to $62 on multiple compression
Rosenblatt Securities has lowered its price target for Pegasystems (NASDAQ:PEGA) to $62 from $70, while maintaining a Buy rating, citing comparable multiple compression and macroeconomic concerns. Despite this, the firm remains optimistic about Pegasystems' growth, supported by strong revenue growth and gross profit margins. The article also mentions recent company news, including a $13 million restructuring charge, an ordered retrial in a trade secrets case, and a declared quarterly dividend.
Pegasystems Inc.'s (NASDAQ:PEGA) Popularity With Investors Under Threat As Stock Sinks 29%
Pegasystems Inc. (NASDAQ:PEGA) has seen its stock price drop by 29% in the last month, contributing to a 27% decline over the past year. Despite a recent surge in earnings, the company's P/E ratio of 24.4x remains higher than what many U.S. companies exhibit, and analysts forecast significantly lower growth for Pegasystems compared to the broader market. This disparity suggests that the current high P/E might be unsustainable given the earnings outlook, potentially putting shareholders at future risk.
Pega Achieves ISO 9001 Certification Underscoring Its Commitment to Quality
Pegasystems Inc. announced that Pega Cloud has achieved ISO 9001:2015 certification for its quality management systems (QMS) after a rigorous audit. This certification validates Pega's operating standards for consistent service, meeting customer expectations, and continuous product improvement, especially benefiting clients in highly regulated industries. The ISO 9001 certification complements Pega's recent ISO/IEC 42001 certification for AI management systems, reinforcing its focus on operational rigor and responsible governance.
Pega Achieves ISO/IEC 42001:2023 Certification to Provide Clients Comprehensive AI Governance and Trust Standards
Pegasystems Inc. (NASDAQ: PEGA) has achieved ISO/IEC 42001:2023 certification for its AI solutions and services, including Pega Cloud®, Pega GenAI™, predictive/adaptive analytics, and natural language processing. This certification validates Pega's enterprise-grade AI management system, addressing client concerns regarding trust, compliance, and procurement challenges in AI adoption. The company highlights that this certification helps clients scale AI confidently in highly regulated sectors by providing third-party validation and ensuring regulatory readiness.
Pegasystems, Cadence Design Systems, and Varonis Systems Shares Plummet, What You Need To Know
Shares of Pegasystems, Cadence Design Systems, and Varonis Systems plummeted after a broad sell-off in the software sector, fueled by concerns over artificial intelligence's impact and a pivot away from traditional SaaS providers. This market movement also saw the tech-heavy Nasdaq Composite index decline. Despite the drops, the article suggests that significant price reductions might present good buying opportunities for high-quality stocks.
New AI rulebook: Pegasystems wins ISO 42001 stamp for safer automation
Pegasystems Inc. has achieved ISO/IEC 42001:2023 certification for its Pega Cloud services, Pega GenAI solutions, and analytics capabilities, validating its commitment to responsible AI governance. This certification helps address client challenges related to trust, compliance, and procurement by providing third-party validation for Pega's AI management system. It aims to accelerate AI adoption in regulated industries by demonstrating adherence to stringent international standards, thereby reducing operational risk and ensuring market access in the face of evolving global AI regulations like the EU AI Act.
Pega’s cloud gains ISO 9001 plus AI governance standard for enterprise workflows
Pegasystems Inc. announced that its Pega Cloud has achieved ISO 9001:2015 certification for its quality management systems, following an independent audit. This certification, alongside its ISO/IEC 42001 certification for AI management systems, highlights Pega's commitment to consistent service, customer satisfaction, and continuous product improvement, especially for clients in highly regulated industries. The ISO 9001 standard ensures stronger operational governance, embedded continuous improvement, and improved assurance response, reinforcing trust in Pega's critical enterprise workflow support.
Pegasystems (PEGA) Projected to Post Earnings on Tuesday
Pegasystems (PEGA) is expected to announce its Q4 2025 earnings after market close on February 10th, with analysts forecasting EPS of $0.74 and revenue of $494.6 million. Despite recent insider selling, which totaled 153,405 shares, corporate insiders still hold a significant 50.10% stake in the company. The stock currently holds a "Moderate Buy" consensus rating with an average price target of $70.05, significantly above its recent trading price of approximately $43.57.
New York State Common Retirement Fund Sells 130,051 Shares of Pegasystems Inc. $PEGA
The New York State Common Retirement Fund significantly reduced its stake in Pegasystems Inc. (NASDAQ:PEGA) by 33.6% in the third quarter, selling 130,051 shares and now holding 257,533 shares valued at approximately $14.8 million. Insider selling has also occurred, with 153,405 shares worth $8.6 million sold in the last 90 days. Despite these sales, analysts maintain a "Moderate Buy" consensus rating with an average price target of $70.05, and some have recently raised their targets.
